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partner_identification: several fix/imp

* [IMP] improve module description
* [IMP] Remove useless comments
* [FIX] Complete incomplete sentence
* [IMP] Replace field 'state' by 'status' in res_partner_id_number
* [IMP] Add new field 'Place of Issuance'
* [FIX] Readme formatting
* [IMP] status is now a selection field
* [IMP] use method to provide the default value for validation_code
* [IMP] Add help texts
* [FIX] Add missing constrains on category_id in res_partner.id_number
        The number must be validated also when we change the category
pull/644/head
Laurent Mignon (ACSONE) 8 years ago
committed by tarteo
parent
commit
7b16036278
  1. 46
      partner_identification/README.rst
  2. 4
      partner_identification/__openerp__.py
  3. 25
      partner_identification/models/res_partner_id_category.py
  4. 43
      partner_identification/models/res_partner_id_number.py
  5. 42
      partner_identification/tests/test_partner_identification.py
  6. 3
      partner_identification/views/res_partner_id_number_view.xml

46
partner_identification/README.rst

@ -7,11 +7,11 @@ Partner Identification Numbers
==============================
This module allows to manage all sort of identification numbers
and certificates which are assigned to a partner and vary from country
to country.
and certificates which are assigned to a partner (company or individual)
and vary from country to country.
* Commercial register
* VAT ID (eventually)
* VAT ID
* Fiscal ID's
* Membership numbers
* Driver license
@ -21,7 +21,7 @@ to country.
Installation
============
Install this addon from Settings > Local Modules, as usual.
No specific installation step required
Configuration
@ -30,9 +30,13 @@ Configuration
Configure all ID types you need in Sales > Configuration > Address Book > Partner ID Categories.
For example, we create a category 'Driver License':
* Name : Name of this ID type. For example, 'Driver License'
* Code : Code, abbreviation or acronym of this ID type. For example, 'driver_license'
* Python validation code: Optional python code called to validate ID numbers of this ID type.
Name:
Name of this ID type. For example, 'Driver License'
Code:
Code, abbreviation or acronym of this ID type. For example, 'driver_license'
Python validation code:
Optional python code called to validate ID numbers of this ID type.
Usage
=====
@ -40,12 +44,22 @@ Usage
In partner form you will see another tab called 'ID Numbers'. You can add
any IDs to this partner, defining:
* Category : ID type defined in configuration. For example, Driver License
* ID Number : The ID itself. For example, Driver License number of this person
* Issued by : Another partner, who issued this ID. For example, Traffic National Institution
* Valid from : Issued date. For example, date when person approved his driving exam, 21/10/2009
* Valid until : Expiration date. For example, date when person needs to renew his driver license, 21/10/2019
* Notes : Any further information related with this ID. For example, vehicle types this person can drive
Category:
ID type defined in configuration. For example, Driver License
ID Number:
The ID itself. For example, Driver License number of this person
Issued by:
Another partner, who issued this ID. For example, Traffic National Institution
Place of Issuance:
The place where the ID has been issued. For example the country for passports and visa
Valid from:
Issued date. For example, date when person approved his driving exam, 21/10/2009
Valid until:
Expiration date. For example, date when person needs to renew his driver license, 21/10/2019
Status:
ID status. For example new/to renew/expired
Notes:
Any further information related with this ID. For example, vehicle types this person can drive
.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
:alt: Try me on Runbot
@ -55,8 +69,8 @@ any IDs to this partner, defining:
Known issues / Roadmap
======================
If you want to search a partner by ID you will use advance search form.
You can't search by issuer, valid dates, category or notes.
* If you want to search a partner by ID you will use advance search form.
You can't search by issuer, valid dates, category or notes.
Bug Tracker
@ -71,6 +85,7 @@ partner_contact/issues/new?body=module:%20
partner_identifiers%0Aversion:%20
9.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Credits
=======
@ -98,4 +113,3 @@ promote its widespread use.
To contribute to this module, please visit https://odoo-community.org.

4
partner_identification/__openerp__.py

@ -9,18 +9,15 @@
# © 2016 ACSONE SA/NV (<http://acsone.eu>)
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
{
# Addon information
'name': 'Partner Identification Numbers',
'category': 'Customer Relationship Management',
'version': '9.0.1.0.0',
# Views templates, pages, menus, options and snippets
'data': [
'views/res_partner_id_category_view.xml',
'views/res_partner_id_number_view.xml',
'views/res_partner_view.xml',
'security/ir.model.access.csv',
],
# Your information
'author': 'ChriCar Beteiligungs- und Beratungs- GmbH, '
'Antiun Ingeniería S.L.',
'Camptocamp,'
@ -29,5 +26,4 @@
'website': 'https://odoo-community.org/',
'license': 'AGPL-3',
'installable': True,
}

25
partner_identification/models/res_partner_id_category.py

@ -20,19 +20,26 @@ class ResPartnerIdCategory(models.Model):
_name = "res.partner.id_category"
_order = "name"
code = fields.Char(string="Code", size=16, required=True)
name = fields.Char(string="ID name", required=True, translate=True)
def _default_validation_code(self):
return _("\n# Python code. Use failed = True to specify that the id "
"number is not valid.\n"
"# You can use the following variables :\n"
"# - self: browse_record of the current ID Category "
"browse_record\n"
"# - id_number: browse_record of ID number to validate")
code = fields.Char(
string="Code", size=16, required=True,
help="Abbreviation or acronym of this ID type. For example, "
"'driver_license'")
name = fields.Char(
string="ID name", required=True, translate=True,
help="Name of this ID type. For example, 'Driver License'")
active = fields.Boolean(string="Active", default=True)
validation_code = fields.Text(
'Python validation code',
help="Python code called to validate an id number.",
default="""
# Python code. Use failed = True to .
# You can use the following variables :
# - self: browse_record of the current ID Category browse_record
# - id_number: browse_record of ID number to validte
"""
)
default=_default_validation_code)
@api.multi
def _validation_eval_context(self, id_number):

43
partner_identification/models/res_partner_id_number.py

@ -16,20 +16,43 @@ class ResPartnerIdNumber(models.Model):
_name = "res.partner.id_number"
_order = "name"
@api.constrains('name')
@api.constrains('name', 'category_id')
def validate_id_number(self):
self.category_id.validate_id_number(self)
name = fields.Char(string="ID Number", required=True)
category_id = fields.Many2one(string="Category", required=True,
comodel_name='res.partner.id_category')
name = fields.Char(
string="ID Number", required=True,
help="The ID itself. For example, Driver License number of this "
"person")
category_id = fields.Many2one(
string="Category", required=True,
comodel_name='res.partner.id_category',
help="ID type defined in configuration. For example, Driver License")
partner_id = fields.Many2one(string="Partner", required=True,
comodel_name='res.partner')
partner_issued_id = fields.Many2one(string="Issued by",
comodel_name='res.partner')
date_issued = fields.Date(string="Issued on")
valid_from = fields.Date(string="Valid from")
valid_until = fields.Date(string="Valid until")
partner_issued_id = fields.Many2one(
string="Issued by", comodel_name='res.partner',
help="Another partner, who issued this ID. For example, Traffic "
"National Institution")
place_issuance = fields.Char(
string="Place of Issuance",
help="The place where the ID has been issued. For example the country "
"for passports and visa")
date_issued = fields.Date(
string="Issued on",
help="Issued date. For example, date when person approved his driving "
"exam, 21/10/2009")
valid_from = fields.Date(
string="Valid from",
help="Validation period stating date.")
valid_until = fields.Date(
string="Valid until",
help="Expiration date. For example, date when person needs to renew "
"his driver license, 21/10/2019")
comment = fields.Text(string="Notes")
state = fields.Char(string="State", size=16)
status = fields.Selection(
[('draft', 'New'),
('open', 'Running'),
('pending', 'To Renew'),
('close', 'Expired')])
active = fields.Boolean(string="Active", default=True)

42
partner_identification/tests/test_partner_identification.py

@ -21,13 +21,13 @@ class TestPartnerIdentificationBase(common.TransactionCase):
partner_1 = self.env.ref('base.res_partner_1')
self.assertEquals(len(partner_1.id_numbers), 0)
with self.assertRaises(IntegrityError), self.cr.savepoint():
partner_1.id_numbers = [(0, 0, {
partner_1.write({'id_numbers': [(0, 0, {
'name': '1234',
})]
partner_1.id_numbers = [(0, 0, {
})]})
partner_1.write({'id_numbers': [(0, 0, {
'name': '1234',
'category_id': partner_id_category
})]
'category_id': partner_id_category.id
})]})
self.assertEquals(len(partner_1.id_numbers), 1)
self.assertEquals(partner_1.id_numbers.name, '1234')
@ -45,17 +45,31 @@ if id_number.name != '1234':
})
partner_1 = self.env.ref('base.res_partner_1')
with self.assertRaises(ValidationError), self.cr.savepoint():
partner_1.id_numbers = [(0, 0, {
partner_1.write({'id_numbers': [(0, 0, {
'name': '01234',
'category_id': partner_id_category
})]
partner_1.id_numbers = [(0, 0, {
'category_id': partner_id_category.id
})]})
partner_1.write({'id_numbers': [(0, 0, {
'name': '1234',
'category_id': partner_id_category
})]
'category_id': partner_id_category.id
})]})
self.assertEquals(len(partner_1.id_numbers), 1)
self.assertEquals(partner_1.id_numbers.name, '1234')
partner_id_category2 = self.env['res.partner.id_category'].create({
'code': 'id_code2',
'name': 'id_name2',
'validation_code': """
if id_number.name != '1235':
failed = True
"""})
# check that the constrains is also checked when we change the
# associated category
with self.assertRaises(ValidationError), self.cr.savepoint():
partner_1.id_numbers.write({
'category_id': partner_id_category2.id
})
def test_bad_calidation_code(self):
partner_id_category = self.env['res.partner.id_category'].create({
'code': 'id_code',
@ -67,7 +81,7 @@ if id_number.name != '1234' # missing :
})
partner_1 = self.env.ref('base.res_partner_1')
with self.assertRaises(ValidationError):
partner_1.id_numbers = [(0, 0, {
partner_1.write({'id_numbers': [(0, 0, {
'name': '1234',
'category_id': partner_id_category
})]
'category_id': partner_id_category.id
})]})

3
partner_identification/views/res_partner_id_number_view.xml

@ -13,8 +13,10 @@
<field name="name" />
<field name="partner_issued_id" />
<field name="date_issued" />
<field name="place_issuance" />
<field name="valid_from" />
<field name="valid_until" />
<field name="status" />
</group>
<separator colspan="4" string="Notes"/>
<field name="comment" colspan="4" nolabel="1"/>
@ -34,6 +36,7 @@
<field name="date_issued" />
<field name="valid_from" />
<field name="valid_until" />
<field name="status" />
</tree>
</field>
</record>

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